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Sergio by Serviche

Change a step in a lead's follow-ups

edit_lead_step
Idempotent

Changes one step of one lead's follow-ups, as the journey list does. Send one or more of: dueAt (ISO time, or null for the plan's timing; must stay after the step before it), channel ('message', 'email', 'call', 'reply', or null for the plan), removed (true takes it out, false puts it back), keep: true (its custom text is still right after the latest conversation). Or addAfter ('message', 'email', 'call' or 'reply') alone to add a step after it (the new step's id comes back). The step's words are your person's to change in the app. step_id comes from the lead's journey. Pass the same idempotency_key when retrying.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "task_id": "<task_id>",
      "step_id": "<step_id>",
      "idempotency_key": "<idempotency_key>"
    },
    "name": "edit_lead_step"
  }
}

Input Schema

NameRequiredDescriptionDefault
keepNo
dueAtNo
channelNo
removedNo
step_idYes
task_idYes
addAfterNo
idempotency_keyYesYour id for this operation (8-128 of A-Z a-z 0-9 . _ : -). Reuse it on every retry of the same operation; use a new one for a new operation.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations declare a non-read-only but idempotent, non-destructive mutation; the description adds real behavior beyond that: null means revert to the plan's timing/channel, removed:false restores a step, keep:true asserts existing custom text, and addAfter returns the new step's id. The reversible-removal wording is consistent with destructiveHint=false rather than contradicting it. Rate limits and permission requirements are not mentioned.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness3/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Every clause carries information, but the description is one dense run-on with heavy parenthetical stacking that makes it hard to scan for the right parameter combination. 'as the journey list does' is vague filler, and a short list structure would have front-loaded the mutually exclusive update modes.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For an 8-parameter mutation tool with 13% schema coverage and no output schema, the description covers nearly all behavior an agent needs, including the response value for the addAfter case. The remaining gap is task_id, the lead-scoping parameter, which is never explained anywhere in the definition.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With schema description coverage at only 13%, the description does most of the work: it defines null semantics for dueAt and channel, the enum values, the true/false meaning of removed, the const-like role of keep:true, that step_id comes from the lead's journey, and the idempotency_key retry rule. It also adds a constraint absent from the schema (dueAt must stay after the preceding step). task_id is never explained, and addAfter's returned id is only loosely described.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a specific verb and resource ('Changes one step of one lead's follow-ups') and adds a parity reference to the journey list, so an agent knows this mutates a single follow-up step. It does not explicitly distinguish itself from close siblings like redraft_lead_step or move_lead_journey, but the resource scope is unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

It gives concrete calling patterns: send one or more of dueAt/channel/removed/keep, or addAfter alone. It also implicitly steers away from text editing ('The step's words are your person's to change in the app') and explains the retry rule for idempotency_key. The missing piece is an explicit statement of when to prefer redraft_lead_step or move_lead_journey instead.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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